Purchasing Manager
For Microsoft Dynamics CRM

Overview

Purchasing for Microsoft Dynamics allows you to create Purchase Orders from CRM sales Orders, generate and follow purchase orders, manage vendors, and delivery dates. This module eloquently adds Purchasing functionality to Microsoft CRM. Part of MTC's "Enterprise" product offering of CRM to ERP functional enhancement product family

Create POs from your CRM Sales Order Process with vendor and RFQ handling.Add CRM Workflows to create P/O's automatically from your CRM Web Cart or sales staff CRM Order entry.

Feature Set

Auto-build Purchase Orders from approved requisitions or RFQs.
Create Purchase Order from scratch (no req or RFQ) when needed.
Change orders, including revision numbering and tracking.
It allows you to check budgets pre-purchase.
Quotes and Purchase Orders can be copied from one Account or Contact to another
Permits Quote or Purchase Order to be exported to Microsoft Excel
Convert Quotes to Purchase Orders
Quickly create Purchase orders or RFQ directly in Microsoft CRM for any vendor in the database
Easily edit or delete line items
Track filled and unfilled Purchase Orders and delivery dates

Easily track client-related resale items in the familiar Microsoft CRM.Purchasing from your Sales Order View or open Sales Order allows selecting and engaging multiple vendors for any S/O line-item with fast Select All Vender selection.

Easy Request-for-Quote gets lower purchase prices in Microsoft CRM.
Request for Quote in Purchasing allows selecting and engaging multiple vendors for any P/O line-item by requesting a bid, providing specification, recording the bid and moving the successful bid to a PO for issuing.

Easily track client-related item Receipts in the familiar Microsoft CRM.
When the goods are received, they are recorded and matched with issued purchase orders to complete the workflow. Allows bulk and individual Vender selection easily anywhere within the process.

User Experiences

Convert approved requisitions into Purchase Orders or RFQs with no additional data entry.
Sr. Management appreciates its feature to Activate, Deactivate or Revise PO Bids and Purchase Orders.
Purchasing will have more access to CRM customer sales order history.
Eliminate paperwork, save time, save money, and increase visibility in your full business process operations.
Purchase all your Expense Items when tied to MTC's Expense Manager.

1st year maintenance included with email-based or Live Web Installation and Use support. Annual 25% maintenance for future feature editions, upgrades, and support.

Partner NFR program, OEM, and custom development available from MTC to support unique needs

Screenshots